Heritage Trust’s Veralto VLTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Sell |
4,398
-576
| -12% | -$58.1K | 0.05% | 221 |
|
|
2025
Q1 | $485K | Sell |
4,974
-102
| -2% | -$9.94K | 0.06% | 207 |
|
|
2024
Q4 | $517K | Buy |
+5,076
| New | +$517K | 0.06% | 200 |
|
|
2024
Q2 | $761K | Sell |
7,971
-643
| -7% | -$61.4K | 0.1% | 159 |
|
|
2024
Q1 | $764K | Sell |
8,614
-880
| -9% | -$78K | 0.1% | 163 |
|
|
2023
Q4 | $781K | Buy |
+9,494
| New | +$781K | 0.11% | 157 |
|